The information being provided is strictly as a courtesy. When you link any of these websites provided herewith you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at the sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through the site. When you access one of these sites, you are leaving InFocus Financial Advisors’ website and assume total responsibility and risk for your use of the sites you are linking to.
SubmitPlanning for Required Minimum Distribution the Right Way
This class, open to the public and taught by CERTIFIED FINANCIAL PLANNER™ Robert Jeter will examine various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMDs (Required Minimum Distributions), charitable giving, and other tax-related items.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.